Making a fantastic campaign with Infusionsoft is as easy as time and planning.
Here are some suggestions regarding what you should consider ensuring that your campaign is planned correctly and runs the way you would like it to.
Let’s review a basic free report that you can opt into. What should you do?
1. Make the webform.
There’s a pre-built web form layout that is easy to modify to fit what you would like yours to appear like. The visual editor is full of functions, and it’s simple to use even for those who aren’t tech-savvy. It’s also easy to publish even if there’s no website individual; it’s possible to make use of the hosted variant of the forms directly in Infusionsoft. It’s genuinely that simple.
2. Create a thank you email to distribute your report for free.
Once you’ve got created your Thank You Page created (also is possible to do it right using Infusionsoft), You should send an email so that your potential customers are aware that your email address is registered to the correct account, and they are able to access your free report anytime they’d like. The templates for email are easy to brand for your company and simple to fill with images, text, and trackable hyperlinks. It is possible to add files, which isn’t an option that all email providers offer.
3. Send your completed report over to Infusionsoft so that you can add it to your thank-you email.
It’s possible to add your account for free to the website of your choice. However, it’s more convenient to upload it directly into the Infusionsoft file cabinet and add it to the correct email. It’s not difficult, and it will ensure that the file will be easily accessible to any email correspondence that you make through the system.
4. Tag your leads
so that you can quickly search for them within your CRM. Tags are the primary feature of the software and are different from lists that are used in other email systems. It’s an excellent method of separating your contacts according to their actions, such as purchases, interests, and much more. Because you can apply any number of tags you want to each contact, it’s a breeze to identify people who are interested in the various things you’re following.
5. Create a follow-up process to notify people after they’ve opted-in.
Following up is the best component of any Infusionsoft marketing campaign. You can create your first follow-up (as mentioned above tag, TY email) and continue adding additional pieces according to your needs. It is possible to set up an automated sequence of follow-up emails that guide users to the next step of your funnel for marketing. It is possible to add additional arrangements whenever you want to and enhance the value your customers have decided to sign up for. If they choose to take any actions that you’ve presented to them, you can transfer to a different sequence to make the funnel sequences cease. It’s pretty cool.
Very simple to set up and pretty standard regardless of what kind of system you’re employing to create your report.
When you make use of Infusionsoft, it is possible to think and prepare ahead, to ensure that you guide your customers through your sales funnel, from their initial free access to introducing them to your services and products.
The primary campaign manager works similar to mindmaps, with its basic icons and arrows to connect your desired items to one another. It’s an easy system when you consider it as an unbroken line of actions that occur in the sequence they are placed in and controlled by dates, delay times, or other activities.
Also, the option to save drafts as drafts until you’re ready to use them can be beneficial. You can tackle a fundamental part of an entire campaign and not connect it to the live section. Pretty ingenious.
The first step is to begin thinking about the model that Infusionsoft employs, and things will start to appear pretty straightforward. It’s about knowing the source of your customers and what you want them to achieve before establishing the route to achieve that goal.
To discuss your campaign’s setup and plan your follow-up strategy, please contact me for a session on process now!